VickeryFinance • Templates

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Browse templates by trade

Every Vickery Finance Excel and Google Sheets template, grouped by trade — each with a free quick profit calculator, what's included, and the link to buy on Etsy.

Bookkeeping & Close (6)

Small Business Month-End Close Template$29 — Excel & Google Sheets Freelancer Income & Expense$29 — Excel & Google Sheets Virtual CFO Toolkit$59 — Excel & Google Sheets Small Business Payroll & Employee Cost Tracker$49 — Excel & Google Sheets Nonprofit Budget & Grant Tracker$49 — Excel & Google Sheets Bookkeeping Business Profit Tracker$39 — Excel & Google Sheets

Tax Prep Kits (10)

Individual Tax Organizer & Checklist$24 — Excel & Google Sheets Freelancer / Self-Employed Tax Prep Kit$39 — Excel & Google Sheets Small Business Tax Prep Kit$49 — Excel & Google Sheets Rental Property Tax Prep Kit$39 — Excel & Google Sheets Itemized Deductions Tracker$24 — Excel & Google Sheets Quarterly Estimated Tax Planner$24 — Excel & Google Sheets Tax Withholding & Refund Planner$24 — Excel & Google Sheets Home Office Deduction Tracker$24 — Excel & Google Sheets Charitable Donations & Medical Expense Tracker$24 — Excel & Google Sheets Capital Gains & Investment Tax Tracker$39 — Excel & Google Sheets

Personal Finance (13)

Ultimate Annual Budget and Personal Finance System$59 — Excel & Google Sheets Debt Payoff Planner (Snowball and Avalanche)$49 — Excel & Google Sheets Wedding Budget Planner and Vendor Payment Tracker$49 — Excel & Google Sheets Sinking Funds Planner Excel$39 — Excel & Google Sheets College Savings Planner Excel$39 — Excel & Google Sheets Retirement Savings Tracker Excel$49 — Excel & Google Sheets Emergency Fund Planner Excel$24 — Excel & Google Sheets Biweekly Budget Planner Excel$39 — Excel & Google Sheets Cash Envelope Budget Tracker Excel$24 — Excel & Google Sheets Side Hustle Income Tracker Excel$39 — Excel & Google Sheets Holiday Gift Budget Planner Excel$24 — Excel & Google Sheets Vacation Travel Budget Planner Excel$24 — Excel & Google Sheets Student Loan Payoff Planner Excel$49 — Excel & Google Sheets

Home Services (36)

Contractor Job Costing & Quote Tracker$39 — Excel & Google Sheets Cleaning Business Profit Tracker$39 — Excel & Google Sheets Lawn Care & Landscaping Profit Tracker$39 — Excel & Google Sheets Auto Repair Shop Profit Tracker$39 — Excel & Google Sheets Handyman Business Profit Tracker$39 — Excel & Google Sheets Pet Grooming Business Profit Tracker$39 — Excel & Google Sheets Airbnb Turnover Cleaning Tracker$39 — Excel & Google Sheets Construction Subcontractor Profit Tracker$39 — Excel & Google Sheets HVAC Business Profit Tracker$39 — Excel & Google Sheets Plumbing Business Profit Tracker$39 — Excel & Google Sheets Roofing Contractor Profit Tracker$39 — Excel & Google Sheets Moving Company Profit Tracker$39 — Excel & Google Sheets Pressure Washing Business Profit Tracker$39 — Excel & Google Sheets Mobile Car Detailing Profit Tracker$39 — Excel & Google Sheets Electrician Business Profit Tracker$49 — Excel & Google Sheets Painting Contractor Profit Tracker$39 — Excel & Google Sheets Pest Control Business Profit Tracker$39 — Excel & Google Sheets Pool Service Business Profit Tracker$39 — Excel & Google Sheets Junk Removal Business Profit Tracker$39 — Excel & Google Sheets Appliance Repair Business Profit Tracker$39 — Excel & Google Sheets Locksmith Business Profit Tracker$39 — Excel & Google Sheets Tree Service Business Profit Tracker$39 — Excel & Google Sheets Fence Contractor Profit Tracker$39 — Excel & Google Sheets Concrete Contractor Profit Tracker$49 — Excel & Google Sheets Pet Sitting Dog Walking Profit Tracker$39 — Excel & Google Sheets Home Staging Business Profit Tracker$39 — Excel & Google Sheets Septic Tank Service Profit Tracker$49 — Excel & Google Sheets Garage Door Repair Profit Tracker$39 — Excel & Google Sheets Window Cleaning Business Profit Tracker$39 — Excel & Google Sheets Gutter Cleaning & Installation Profit Tracker$39 — Excel & Google Sheets Chimney Sweep Business Profit Tracker$39 — Excel & Google Sheets Solar Installation Business Profit Tracker$49 — Excel & Google Sheets Generator Service Business Profit Tracker$39 — Excel & Google Sheets Irrigation & Sprinkler Service Profit Tracker$39 — Excel & Google Sheets Siding Contractor Profit Tracker$39 — Excel & Google Sheets Concrete Pumping Business Profit Tracker$49 — Excel & Google Sheets

Creator & Platform (18)

Photography Business Profit Tracker$39 — Excel & Google Sheets Coaching Business Profit Tracker$39 — Excel & Google Sheets Virtual Assistant Business Profit Tracker$39 — Excel & Google Sheets DJ Business Profit Tracker$39 — Excel & Google Sheets Videography Business Profit Tracker$39 — Excel & Google Sheets Content Creator Income and Tax Tracker$49 — Excel & Google Sheets Gig Driver Earnings, Mileage and Tax Tracker$49 — Excel & Google Sheets Turo Host Profit and Fleet Tracker$49 — Excel & Google Sheets TikTok Shop Seller Profit Tracker$49 — Excel & Google Sheets Print on Demand Seller Profit Tracker$39 — Excel & Google Sheets Dropshipping Store Profit Tracker$39 — Excel & Google Sheets Podcast Income & Expense Tracker$39 — Excel & Google Sheets Twitch Streamer Income Tracker$39 — Excel & Google Sheets Online Course Creator Income Tracker$49 — Excel & Google Sheets Affiliate Marketer Income Tracker$39 — Excel & Google Sheets Stock Photography Income Tracker$39 — Excel & Google Sheets Self-Published Author Income Tracker$39 — Excel & Google Sheets Musician Royalty Income Tracker$39 — Excel & Google Sheets

Health Practices (30)

Salon & Spa Business Profit Tracker$39 — Excel & Google Sheets Daycare & Childcare Business Profit Tracker$49 — Excel & Google Sheets Gym / Fitness Studio Profit Tracker$49 — Excel & Google Sheets Dental Practice Profit Tracker$49 — Excel & Google Sheets Veterinary Clinic Profit Tracker$49 — Excel & Google Sheets Barbershop Profit Tracker$39 — Excel & Google Sheets Tattoo Studio Profit Tracker$39 — Excel & Google Sheets Home Care Agency Profit Tracker$49 — Excel & Google Sheets Chiropractor Practice Profit Tracker$49 — Excel & Google Sheets Physical Therapy Clinic Profit Tracker$49 — Excel & Google Sheets Massage Therapy Business Profit Tracker$39 — Excel & Google Sheets Dance Studio Business Profit Tracker$39 — Excel & Google Sheets Yoga Studio Profit Tracker$39 — Excel & Google Sheets Med Spa Profit Tracker$49 — Excel & Google Sheets Therapy / Counseling Practice Profit Tracker$49 — Excel & Google Sheets Nutritionist Practice Profit Tracker$39 — Excel & Google Sheets Acupuncture Clinic Profit Tracker$39 — Excel & Google Sheets Optometry Practice Profit Tracker$49 — Excel & Google Sheets Nail Tech Business Profit and Client Tracker$39 — Excel & Google Sheets Lash and Esthetician Business Profit Tracker$39 — Excel & Google Sheets Audiology Practice Profit Tracker$49 — Excel & Google Sheets Speech Therapy Practice Profit Tracker$49 — Excel & Google Sheets Occupational Therapy Practice Profit Tracker$49 — Excel & Google Sheets ABA Therapy Clinic Profit Tracker$49 — Excel & Google Sheets Fertility Clinic Profit Tracker$49 — Excel & Google Sheets IV Therapy Clinic Profit Tracker$49 — Excel & Google Sheets Dermatology Practice Profit Tracker$49 — Excel & Google Sheets Podiatry Practice Profit Tracker$49 — Excel & Google Sheets Sleep Clinic Profit Tracker$49 — Excel & Google Sheets Hospice Care Agency Profit Tracker$49 — Excel & Google Sheets

Food & Drink Businesses (20)

Restaurant Profit & Food Cost Tracker$49 — Excel & Google Sheets Coffee Shop Profit & Inventory Tracker$39 — Excel & Google Sheets Food Truck Profit Tracker$39 — Excel & Google Sheets Bakery / Home Baking Business Profit Tracker$39 — Excel & Google Sheets Catering Business Profit Tracker$49 — Excel & Google Sheets Meal Prep Business Profit Tracker$39 — Excel & Google Sheets Ice Cream Shop Profit Tracker$39 — Excel & Google Sheets Juice Bar Smoothie Shop Profit Tracker$39 — Excel & Google Sheets Farmers Market Vendor$39 — Excel & Google Sheets Pizza Shop / Pizzeria$49 — Excel & Google Sheets Brewery & Taproom Profit Tracker$49 — Excel & Google Sheets Winery & Vineyard Profit Tracker$49 — Excel & Google Sheets Ghost Kitchen Profit Tracker$39 — Excel & Google Sheets Coffee Roaster Business Profit Tracker$39 — Excel & Google Sheets Butcher Shop Profit Tracker$39 — Excel & Google Sheets Seafood Market Profit Tracker$39 — Excel & Google Sheets Donut Shop Profit Tracker$39 — Excel & Google Sheets Bagel Shop Profit Tracker$39 — Excel & Google Sheets Sushi Restaurant Profit Tracker$49 — Excel & Google Sheets Meal Kit Service Profit Tracker$39 — Excel & Google Sheets

Retail Shops (22)

E-commerce Seller Profit Tracker (Amazon / Etsy / Shopify)$39 — Excel & Google Sheets E-commerce Inventory & COGS Tracker$49 — Excel & Google Sheets Florist Business Profit Tracker$39 — Excel & Google Sheets Laundromat Profit Tracker$49 — Excel & Google Sheets Vending Machine Business Profit Tracker$39 — Excel & Google Sheets Boutique Clothing Store Profit Tracker$49 — Excel & Google Sheets Gift Shop / Retail Store$39 — Excel & Google Sheets Jewelry Business$39 — Excel & Google Sheets Candle Business$39 — Excel & Google Sheets Car Wash Business Profit Tracker$39 — Excel & Google Sheets Reseller Inventory and Profit Tracker$49 — Excel & Google Sheets Amazon FBA Seller Profit and Inventory Tracker$49 — Excel & Google Sheets Liquor Store Profit Tracker$49 — Excel & Google Sheets Vape & Smoke Shop Profit Tracker$39 — Excel & Google Sheets Pawn Shop Profit Tracker$39 — Excel & Google Sheets Thrift Store Profit Tracker$39 — Excel & Google Sheets Antique Store Profit Tracker$39 — Excel & Google Sheets Comic Book Store Profit Tracker$39 — Excel & Google Sheets Bike Shop Profit Tracker$39 — Excel & Google Sheets Surf & Skate Shop Profit Tracker$39 — Excel & Google Sheets Musical Instrument Store Profit Tracker$39 — Excel & Google Sheets Pet Store Profit Tracker$39 — Excel & Google Sheets

Hospitality & Events (11)

Rental & Airbnb Revenue Reconciliation Tracker$24 — Excel & Google Sheets Event Planning Business Profit Tracker$39 — Excel & Google Sheets Wedding Venue Rental Profit Tracker$49 — Excel & Google Sheets Party Equipment Rental Profit Tracker$39 — Excel & Google Sheets Photo Booth Rental Business Profit Tracker$39 — Excel & Google Sheets Valet Parking Business Profit Tracker$39 — Excel & Google Sheets Tour Guide Business Profit Tracker$39 — Excel & Google Sheets Travel Agency Profit Tracker$39 — Excel & Google Sheets Bed & Breakfast Inn Profit Tracker$49 — Excel & Google Sheets Campground & RV Park Profit Tracker$49 — Excel & Google Sheets Marina & Boat Rental Profit Tracker$49 — Excel & Google Sheets

Professional & B2B (32)

Real Estate Rental Property ROI & Cash Flow Analyzer$49 — Excel & Google Sheets House Flip / BRRRR Investment Analyzer$49 — Excel & Google Sheets SaaS Subscription Revenue & Churn Tracker$49 — Excel & Google Sheets Trucking Owner-Operator Profit Tracker$39 — Excel & Google Sheets Real Estate Agent Commission Tracker$39 — Excel & Google Sheets Law Firm Billing & Profit Tracker$49 — Excel & Google Sheets Farm & Ranch Profit Tracker$39 — Excel & Google Sheets Self-Storage Profit Tracker$49 — Excel & Google Sheets Property Management Profit Tracker$49 — Excel & Google Sheets Marketing Agency Profit Tracker$49 — Excel & Google Sheets Consulting Business Profit Tracker$49 — Excel & Google Sheets Web Design Agency Profit Tracker$49 — Excel & Google Sheets IT Support MSP Profit Tracker$49 — Excel & Google Sheets Financial Advisor Practice Profit Tracker$49 — Excel & Google Sheets Insurance Agency Profit Tracker$49 — Excel & Google Sheets Mortgage Broker Profit Tracker$49 — Excel & Google Sheets Notary Signing Agent Profit Tracker$39 — Excel & Google Sheets Graphic Design Business Profit Tracker$39 — Excel & Google Sheets Interior Design Business Profit Tracker$49 — Excel & Google Sheets Tutoring Business Profit Tracker$39 — Excel & Google Sheets Courier Delivery Business Profit Tracker$39 — Excel & Google Sheets Freight Broker Profit Tracker$49 — Excel & Google Sheets Private Investigator Business Profit Tracker$39 — Excel & Google Sheets Bail Bonds Business Profit Tracker$39 — Excel & Google Sheets Funeral Home Profit Tracker$49 — Excel & Google Sheets Property Appraiser Business Profit Tracker$39 — Excel & Google Sheets Home Inspector Business Profit Tracker$39 — Excel & Google Sheets Land Surveying Business Profit Tracker$39 — Excel & Google Sheets Staffing Agency Profit Tracker$49 — Excel & Google Sheets Coworking Space Profit Tracker$49 — Excel & Google Sheets Franchise Owner Profit Tracker$49 — Excel & Google Sheets Business Broker Profit Tracker$39 — Excel & Google Sheets

Bundles & Licenses

Firm licensing for the whole catalog — see Firm Licensing for the Commercial License, Firm License, and Firm Plus tiers.

Buy direct — Small Business Accounting Bundle $99

Small Business Accounting Bundle — Month-End Close, Freelancer Income & Expense, and Virtual CFO Toolkit together for $99.

Recommended reading

Some links below are affiliate links. If you buy through them, Vickery Finance may earn a small commission at no extra cost to you. We only list gear genuinely used in this trade.

Profit First (Mike Michalowicz) — a cash-management system for paying yourself and setting aside tax money first.
Simple Numbers, Straight Talk, Big Profits! (Greg Crabtree) — the handful of numbers that actually drive a small business, in plain language.
Accounting Made Simple (Mike Piper) — accounting basics explained in 100 pages or less — a fast, clear primer.
Financial Intelligence for Entrepreneurs (Karen Berman & Joe Knight) — how to read the financial statements behind the numbers.
The E-Myth Revisited (Michael E. Gerber) — why most small businesses don't work, and how to build systems that do.

Guides

Restaurant Bookkeeping: The System That Actually Gets Done · Salon Bookkeeping: Booth Rent, Commissions, and Clean Numbers · Trucking Bookkeeping: Know Your Cost Per Mile